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| Provider | Service type | Compensation |
|---|---|---|
HINDS FINANCIAL1 year Service code 27 · EIN 32-0109994 | Advisory (Plan) | $11,402 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $4,461 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,035 | $93,617+341.2% | $135,982+203.7% | $75,177+449.4% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 21.82% | 30.89%-9.1pp | 68.32%-46.5pp | 160.75%-138.9pp |
| Employer contribution / active EE | $13,677 | $3,538+286.5% | $4,859+181.5% | $2,671+412.0% |
| Participant deferral / active EE | $13,676 | $6,406+113.5% | $7,760+76.2% | $4,126+231.4% |
| Admin fee / account holder | $115,996 | $6,980+1561.9% | $10,767+977.3% | $5,651+1952.5% |